I’ve been using EF for a few weeks now and really like the organizational capabilities it offers.
I’m looking for some help regarding my paperless workflow, with runs through Hazel. The issue that keeps arising is this:
I throw everything that needs to be permanently filed into what I call an 'Action" folder
From there, Hazel is instructed to look for particular files, then move them to where I permanently want them to reside in EF, add tags, and finally rename the file. It all works great except for the renaming. Almost all the file are PDFs, and sometimes they have non descriptive names when added to the Action folder, so renaming them allows me a lot of consistency. (for instance, all bank statements will have the name <Date>-<BankName Statement>.pdf) This all worked perfectly before I had Hazel moving the files into EF, but since I started that, I get situations where the name never changes when it’s imported/moved into EF.
I’ve tried a couple of things as a test: having the file moved from Action to a folder not in EF and it changes the name. (so I don’t think it’s a Hazel issue) Also tried having the file moved into the 'To Import" folder within EF, name still doesn’t change. Lastly, I tried moving it directly into the folder within EF where I wanted it to reside. Still no change in name.
Am I missing something? Thanks for any help you might have.